Sara Craven

Financial Advisor

Experience the empowerment of financial security.

Sara’s primary passion is the veterinary industry. She understands that compassion fatigue and burnout are real and having a strong financial foundation can allow for less stress and better health. She appreciates anyone who values community and giving back and knows she can make the most profound impact on young professionals between the ages of 25-40 years old.

Sara Craven

Financial Advisor

Experience the empowerment of financial security.

About Sara

Sara was a veterinarian by trade prior to entering the financial industry. Her underlying focus has always been serving her clients and guiding them through complex information so that they feel comfortable making decisions. She believes that this translates well into finances, as you are trusting her with your financial legacy and you will need someone who is honest and compassionate, and that you can trust to have your best interests at heart.

Sara feels that finances have a taboo on them and wants to help people understand that money is only a tool — there are emotional components to it, but if you can adjust your behavior and your reactions to and around money, you can accomplish your goals. Sara wants to spread financial literacy so that more people are able to live their lives according to their values and priorities.

Personal

Sara studied at Colorado State University in Fort Collins, CO where she received her Bachelor’s in Equine Science. She then went on to study at Kansas State University, where she received her Doctorate of Veterinary Medicine. While her original plan was to become an equine surgeon, she instead worked in rural mixed animal practice before transitioning to small animal emergency medicine

Qualifications

  • SIE
  • Series 7
  • Series 66

Services

  • Comprehensive fee-based financial planning

    Fiduciary responsibility to work in the client’s best interest
    Allows us to look at and plan every piece of information that finances touch.

  • Debt management

    Around 80% of all Americans have some form of debt (student loans, credit cards,
    cars, houses, etc.). it is imperative to understand how these debts impact your
    financial plan.

  • Retirement strategies

    No one wants to work forever! Having strategies and funds in place allows an
    individual to be more flexible and enjoy the fun things in life — whether that is more
    family time, traveling, or buying more horses and cows

Team

Darby Affeldt, DVM, RICP<sup>®</sup>
Darby Affeldt, DVM, RICP®

Financial Advisor, Associate Partner

Karen S. Patel, CLTC, CFBS
Karen S. Patel, CLTC, CFBS

Financial Consultant and Advisor

Resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Max Miller
Max Miller

Disability Insurance Consultant

Contact

Connect with Sara

    Location

    Seattle, WA

    1100 Dexter Ave. N Ste. 100
    Seattle, WA 98109

    Get directions

    Sara is a registered representative and investment advisor representative of Securian Financial Services, Inc.

    3871137 / DOFU 10-2021